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Services

Welcome to the Clover Services Forum. You're here because you are a Clover Services merchant and would like to submit ideas that you feel would enhance/improve Clover's current offerings in the Services space.

In order to submit your idea you'll need to give it a Title then select the Category that best matches your idea. Below are brief descriptions of the Clover Retail Categories.


Here are quick descriptions of each category so that you can easily locate and post ideas in the correct place!


Appointments: Ideas related to Clover’s Appointment software.

Employees: Please include all your feedback and suggestions for enhancing Clovers employee management software. This includes permissions, viewing and editing employee roles, employee satisfaction, scheduling, owner access and more. If you have tipping suggestions, please include these ideas in the Tipping category of the Taking Payments forum.

Engagement: Share your thoughts on Clover’s built-in software that allows businesses to manage customers including viewing/storing customer information.

Clover GO: Clover GO is a mobile POS system designed for businesses that need to accept payments on the go.

Hardware: Ideas related to Clover hardware in the Restaurant space

Inventory: Please include all your feedback and suggestions for enhancing Clover’s inventory management software.

Invoice: Ideas related to Clover’s Invoicing feature.
Multi-Location: Ideas related to the functionality of Clover's Multi-Location product.

Orders: Ideas relating to the process of creating and managing Orders.

Reporting: Ideas relating to improving and enhancing Clover’s reporting.

Website: Ideas related to your Clover branded website.

Services

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269 results found

  1. Restore the functionality for administrators or managers to delete employees from the dashboard.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Enhancement to "Create a branded website" tab/process.
    Services Growth Tier has ability to take payment/deposit online. First time merchant (who is used to card present instore) may not be familiar aware of option to take payment online as part of appointment process. That option for setup is under the primary view settings -> Services and Appointments section for Appointment Booking. I think there would be a benefit to have reference and link to the Appointment Booking section from the Create Branded Website page. I think having reference to Fraud Filters/Fraud Setup there would be beneficial as well.

    3 votes

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    Under Review  ·  0 comments  ·  Website  ·  Admin →
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  3. When using the invoice feature, you can enter the order/invoice number for the payment. However, this information is not available when looking at the transaction in the payment details section like it does when you process the payment yourself in the virtual terminal. Please make the order/invoice number available in the payment details section when the payment is made with the invoice feature.

    3 votes

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    0 comments  ·  Invoice  ·  Admin →
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  4. It would be nice if the "Search" boxes stayed at the top of the page after you open an item.

    3 votes

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  5. Why is there no direct link to the developer page within the main dashboard of your account. It makes absolutely no sense to have to make yet another login to get into the developers area. This way anything you develop is linked back to your account.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  6. 3 votes

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  7. The ability to edit the price when going into Register and selecting the item. Have a toggle switch for edit pricing under Price Per Copy with no quantity limits.
    Variable pricing does not work
    because it limits the quantity count.

    Our old POS had a check box for adjusted pricing. Whenever we pull up that product, let's say a color copy at $.039, we could click on the price and change the cost immediately when creating an order. All of this without going back into Inventory and changing the price. It's a price change just for that particular order then…

    3 votes

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  8. First, let's start off saying that I love the clover system. Very user friendly!!
    When doing inventory is it very organized in a-z order but when working the inventory in letter beginning in f after editing it sends you back to the top start. If it could hold the inventory where you left off would be very helpful especially when clearing out old inventory. In reporting, items sales breaking down the categories for sales report it used to hold the category you have selected for the next day now it clears, and you have to select the category items from…

    3 votes

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  9. We do not use the full inventory system, but we do enter a category (one of 10) for every transaction by using the "Register" app. We have removed all permissions for the "Sales" app. However, there is not reporting option that provides us with transaction totals by "category". We need this option.

    Daily batch reports do not total by category nor is there any report that filters by category. Tech support has told me there is no such option.

    Can you provide this option or is there a way for me to create a custom report with transaction totals by…

    3 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  10. There needs to be a way for the us to access invoices via the POS and mark paid when the customer comes in to pick up the order. Which would allow us to mark the orders paid without deleting the order and having to input everything again at the register. We also need to be able to itemize the invoice for our customer. I know that you can from Square and QuickBooks.

    3 votes

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    0 comments  ·  Invoice  ·  Admin →
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  11. Please allow the remaining balance on a gift card to automatically print on the payment receipt. It slows down a business when they need to go to the gift card app to see the balance

    3 votes

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  12. Not sure if this is the case for users that export data to Quickbooks through the Clover app, but as a user that introduces deposits manually in QB it would be very helpful to click on tender type and see how many retail items were sold during a specific time period that were cash transactions and that were credit card transactions. Also the daily batches should have a breakdown of retail items sold and the surcharge amount.

    3 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  13. Can we please stop w the mandatory emails. The customer knows we are storing their card numbers

    3 votes

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  14. When adding a customized item or tax- allow the total amount to show on the reporting so that the totals match up. the transactions are not matching with the batch totals. Having a more detailed reporting system will help with itemized, detailed individualized line items showing the exact amount including taxes and additional fees

    3 votes

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    Planned  ·  0 comments  ·  Reporting  ·  Admin →
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  15. I am unable to see the value of all quarterly recurring accounts. It just shows the number of accounts. Migrating from a previous merchant account where this feature was active. Certainly would help to see the total amount that will be charged to the various accounts as opposed to just the number of accounts.

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
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  16. Allow resellers or admin users to make changes to the device name that shows up on the reporting. Currently only the owner is able to make this change.

    3 votes

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    0 comments  ·  Hardware  ·  Admin →
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  17. Merchant requesting an option to pull a report to see when certain inventory is added

    3 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  18. a client asked to be able to search all transaction and order reports by cardholder name in the search fields

    3 votes

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    Deferred  ·  0 comments  ·  Reporting  ·  Admin →
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  19. I would like to request the option to have multiple Owner accounts on a single business profile. In many cases, a business has more than one owner. Sometimes the primary Owner account holder may be unavailable (for example, in a different country) but still needs to retain full access. Meanwhile, another owner who is actively managing the business in the U.S. needs the ability to make Owner-level changes.

    Currently, certain tasks—such as setting up promotions—require Owner access. These are often routine or minor updates that the primary Owner may delegate to a co-owner or managing partner. Allowing multiple Owner accounts…

    2 votes

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    0 comments  ·  Website  ·  Admin →
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  20. for the "add customer" feature in the register it would be nice if we merchants got the option to add the customer's address for delivery purposes. some merchants don't use doordash or uber eats due to cost.

    2 votes

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